Florida Statute 733.604 | Lawyer Caselaw & Research

The 2024 Florida Statutes

Title XLII
ESTATES AND TRUSTS

Chapter 733
PROBATE CODE: ADMINISTRATION OF ESTATES

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F.S. 733.604

733.604 Inventories and accountings; public records exemptions.—

(1)(a) Unless an inventory has been previously filed, a personal representative shall file a verified inventory of property of the estate, listing it with reasonable detail and including for each listed item its estimated fair market value at the date of the decedent’s death.

(b)1. Any inventory of an estate, whether initial, amended, or supplementary, filed with the clerk of the court in conjunction with the administration of an estate is confidential and exempt from s. 119.07(1) and s. 24(a), Art. I of the State Constitution.

2. Any inventory of an elective estate, whether initial, amended, or supplementary, filed with the clerk of the court in conjunction with an election made in accordance with part II of chapter 732 is confidential and exempt from s. 119.07(1) and s. 24(a), Art. I of the State Constitution.

3. Any accounting, whether interim, final, amended, or supplementary, filed with the clerk of court in an estate proceeding is confidential and exempt from s. 119.07(1) and s. 24(a), Art. I of the State Constitution.

4. Any inventory or accounting made confidential and exempt by subparagraph 1., subparagraph 2., or subparagraph 3. shall be disclosed by the custodian for inspection or copying:

a. To the personal representative;

b. To the personal representative’s attorney;

c. To an interested person as defined in s. 731.201; or

d. By court order upon a showing of good cause.

5. These exemptions apply to any inventory or accounting filed before, on, or after July 1, 2009.

(2) If the personal representative learns of any property not included in the original inventory, or learns that the estimated value or description indicated in the original inventory for any item is erroneous or misleading, the personal representative shall file a verified amended or supplementary inventory showing any new items and their estimated value at the date of the decedent’s death, or the revised estimated value or description.

(3) Upon written request to the personal representative, a beneficiary shall be furnished a written explanation of how the inventory value for an asset was determined, or, if an appraisal was obtained, a copy of the appraisal, as follows:

(a) To a residuary beneficiary or heir in an intestate estate, regarding all inventoried assets.

(b) To any other beneficiary, regarding all assets distributed or proposed to be distributed to that beneficiary.

The personal representative must notify each beneficiary of that beneficiary’s rights under this subsection. Neither a request nor the failure to request information under this subsection affects any rights of a beneficiary in subsequent proceedings concerning any accounting of the personal representative or the propriety of any action of the personal representative.

History.—s. 1, ch. 74-106; s. 76, ch. 75-220; s. 1, ch. 80-127; s. 4, ch. 84-106; s. 1, ch. 85-72; s. 29, ch. 85-342; s. 68, ch. 87-226; s. 28, ch. 95-401; s. 1003, ch. 97-102; s. 13, ch. 97-240; s. 127, ch. 2001-226; s. 1, ch. 2009-230; s. 1, ch. 2014-82.

Note.—Created from former s. 733.03.

F.S. 733.604 on Google Scholar

F.S. 733.604 on Casetext

Amendments to 733.604

Arrestable Offenses / Crimes under Fla. Stat. 733.604

Level: Degree
Misdemeanor/Felony: First/Second/Third

Current data shows no reason an arrest or criminal charge should have occurred directly under Florida Statute 733.604.

Annotations, Discussions, Cases:

Cases Citing Statute 733.604

Total Results: 20

In Re: Amendments to Florida Probate Rules

Court: Fla. | Date Filed: 2024-07-03T00:00:00-07:00

Snippet: same confidentiality as probate inventories. § 733.604(1) and (2), Fla. Stat. Inventories are still…the confidentiality provisions found in sections 733.604(1) and (2), Florida Statutes. …confidentiality as probate inventories. See sections 733.604(1) and (2), Florida Statutes. Constitutional…contained in estate inventories is limited by section 733.604(3), Florida Statutes. Inventories of the elective…confidentiality afforded such inventories under sections 733.604(1) and (2), Florida Statutes. Rule History

In Re: Amendments to the Florida Probate Rules - 2021 Fast-Track Report

Court: Fla. | Date Filed: 2021-11-04T00:53:00-07:00

Snippet: same confidentiality as probate inventories. § 733.604(1) and (2), Fla. Stat. …the confidentiality provisions found in sections 733.604(1) and (2), Florida Statutes. Constitutional…contained in estate inventories is limited by section 733.604(3), Florida Statutes. Inventories of the elective…confidentiality afforded such inventories under section 733.604(1) and (2). Rule History [No Change

In Re: Amendments to the Florida Rules of Civil Procedure, Florida Rules of General Practice and Judicial Administration, Florida Rules of Criminal Procedure, Florida Probate Rules, Florida Rules of Traffic Court, Florida Small Claims Rules, Florida Rules of Juvenile Procedure, Florida Rules of Appellate Procedure, and Florida Family Law Rules of Procedure

Court: Fla. | Date Filed: 2021-10-28T00:53:00-07:00

Snippet: same confidentiality as probate inventories. § 733.604(1) and (2), Fla. Stat. Inventories are still…the confidentiality provisions found in sections 733.604(1) and (2), Florida Statutes. Constitutional…contained in estate inventories is limited by section 733.604(3), Florida Statutes. Inventories of the elective…confidentiality afforded such inventories under section 733.604(1) and (2). Rule History 1980 Revision…confidentiality as other estate inventories. Section 733.604(1) and (2), Florida Statutes In fulfilling his

In Re: Amendments to the Florida Rules of Civil Procedure, Florida Rules of General Practice and Judicial Administration, Florida Rules of Criminal Procedure, Florida Probate Rules, Florida Rules of Traffic Court, Florida Small Claims Rules, Florida Rules of Juvenile Procedure, Florida Rules of Appellate Procedure, and Florida Family Law Rules of Procedure

Court: Fla. | Date Filed: 2021-10-28T00:53:00-07:00

Snippet: same confidentiality as probate inventories. § 733.604(1) and (2), Fla. Stat. Inventories are still…the confidentiality provisions found in sections 733.604(1) and (2), Florida Statutes. Constitutional…contained in estate inventories is limited by section 733.604(3), Florida Statutes. Inventories of the elective…confidentiality afforded such inventories under section 733.604(1) and (2). Rule History 1980 Revision…confidentiality as other estate inventories. Section 733.604(1) and (2), Florida Statutes In fulfilling his

In Re: Amendments to the Florida Probate Rules - 2019 Regular-Cycle Report

Court: Fla. | Date Filed: 2019-12-18T23:53:00-08:00

Snippet: confidentiality as other estate inventories. §Section 733.604(1) and (2), Florida. Statutes. In fulfilling his

In Re: Amendments to the Florida Probate Rules - 2019 Regular-Cycle Report

Court: Fla. | Date Filed: 2019-11-14T00:00:00-08:00

Snippet: confidentiality as other estate inventories. §Section 733.604(1) and (2), Florida. Statutes. In fulfilling his

Richard and Chernecky v. Richard

Court: Fla. Dist. Ct. App. | Date Filed: 2016-05-04T00:00:00-07:00

Citation: 193 So. 3d 964, 2016 WL 2340787, 2016 Fla. App. LEXIS 6747

Snippet: 7 . By way of example, section 733.604 imposes a duty upon a personal representative to

In Re Amendments to FLORIDA RULE OF JUDICIAL ADMINISTRATION 2.420

Court: Fla. | Date Filed: 2015-01-22T00:00:00-08:00

Citation: 156 So. 3d 499, 40 Fla. L. Weekly Supp. 29, 43 Media L. Rep. (BNA) 1199, 2015 Fla. LEXIS 113

Snippet: (xi) Estate inventories and account-ings. § 733.604(1), Fla. Stat. (xii) The victim’s address

Cody v. Cody

Court: Fla. Dist. Ct. App. | Date Filed: 2013-11-26T00:00:00-08:00

Citation: 127 So. 3d 753, 2013 WL 6171299, 2013 Fla. App. LEXIS 18792

Snippet: of the assets and proceeds of the sales. See § 733.604, Fla. Stat. (PR required to file verified inventories

In re Amendments to Florida Rule of Judicial Administration 2.420

Court: Fla. | Date Filed: 2013-03-28T00:00:00-07:00

Citation: 124 So. 3d 819, 38 Fla. L. Weekly Supp. 199, 2013 WL 1234993, 2013 Fla. LEXIS 543

Snippet: Stat. (xi) Estate inventories and account-ings: § 733.604(1), Fla. Stat. (xii) The victim’s address in a

In Re Amendments to Florida Rule of Judicial Administration 2.420

Court: Fla. | Date Filed: 2011-07-07T00:00:00-07:00

Citation: 68 So. 3d 228, 36 Fla. L. Weekly Supp. 414, 2011 Fla. LEXIS 1573, 2011 WL 2637473

Snippet: Stat. _____ Estate inventories and accountings. § 733.604(1), Fla. Stat. _____ Victim's address in domestic

In Re Amendments to the Florida Probate Rules

Court: Fla. | Date Filed: 2010-09-02T00:00:00-07:00

Citation: 50 So. 3d 578, 35 Fla. L. Weekly Supp. 482, 2010 Fla. LEXIS 1455, 2010 WL 3431722

Snippet: definitions. § 733.202, Fla. Stat. Petition. § 733.604(1), Fla. Stat. Inventory Inventories and accountings…References § 731.201, Fla. Stat. General definitions. § 733.604, Fla. Stat. InventoryInventories and accountings…Stat. Resignation of personal representative. § 733.604, Fla. Stat. InventoryInventories and accountings… § 732.4015, Fla. Stat. Devise of homestead. § 733.604, Fla. Stat. Inventory Inventories and accountings…representative's duty to collect contribution. § 733.604, Fla. Stat. InventoryInventories and accountings

In Re Amendments to Florida Rule of Judicial Administration 2.420

Court: Fla. | Date Filed: 2010-03-18T00:00:00-07:00

Citation: 31 So. 3d 756, 35 Fla. L. Weekly Supp. 180, 2010 Fla. LEXIS 405, 2010 WL 958075

Snippet: Stat. (xi) Estate inventories and accountings. § 733.604(1), Fla. Stat. (xii) The victim's address …Stat. _____ Estate inventories and accountings. § 733.604(1), Fla. Stat. _____ Victim's address in domestic

In Re Amend. to Florida Probate Rules

Court: Fla. | Date Filed: 2008-07-10T00:53:00-07:00

Citation: 986 So. 2d 576

Snippet: definitions. § 733.202, Fla. Stat. Petition. § 733.604(1), Fla. Stat. Inventory. § 733.901, Fla. Stat.

In re Amendments to the Florida Probate Rules

Court: Fla. | Date Filed: 2005-09-29T00:00:00-07:00

Citation: 912 So. 2d 1178, 30 Fla. L. Weekly Supp. 666, 2005 Fla. LEXIS 1917, 2005 WL 2385258

Snippet: confidentiality as other estate inventories. § 733.604(1) and (2), Fla. Stat. In fulfilling his or her…representative’s duty to collect contribution. § 733.604, Fla. Stat. Inventory. Rule References Fla. Prob

Velde v. Velde

Court: Fla. Dist. Ct. App. | Date Filed: 2004-02-24T23:53:00-08:00

Citation: 867 So. 2d 501

Snippet: share, or challenge the inventory under section 733.604, Florida *508 Statutes (1999). First, both provisions

Amendments to the Florida Probate Rules

Court: Fla. | Date Filed: 2003-06-19T00:00:00-07:00

Citation: 848 So. 2d 1069, 28 Fla. L. Weekly Supp. 495, 2003 Fla. LEXIS 1063, 2003 WL 21402500

Snippet: definitions. § 733.202, Fla. Stat. Petition. § 733.604(21), Fla. Stat. Inventory. § 733.901, Fla. Stat…Stat. Adjudication before issuance of letters. § 733.604(2), Fla. Stat. Inventory. § 733.705(2), (34), Fla…733.508, — Flat-Stat. Accounting upon removal. § 733.604,-Fla. Stat. Inventory. § 733.701, Fla. Stat. Notifying…References § 731.201, Fla. Stat. General definitions. § 733.604, Fla. Stat. Inventory. Rule References Fla. Prob…Stat. Resignation of personal representative. § 733.604, Fla. Stat. Inventory. § 733.612(5), (22), (24)

Amendments to the Florida Probate Rules

Court: Fla. | Date Filed: 2002-05-02T00:00:00-07:00

Citation: 824 So. 2d 849, 27 Fla. L. Weekly Supp. 423, 2002 Fla. LEXIS 873, 2002 WL 825699

Snippet: same confidentiality as probate inventories. § 733.604(1) and (2), Fla. Stat. Inventories are still required…the confidentiality provisions found in sections 733.604(1) and (2), Florida Statutes. Constitutional protected…contained in estate inventories is limited by section 733.604(3), Florida Statutes. Inventories of the elective…confidentiality afforded such inventories under section 733.604(1) and (2). Rule History 1980 Revision: Eliminated… Subdivision (e) amended to conform to section 733.604(3), Florida Statutes. Subdivision (f) amended to

Amendments to Florida Probate Rules

Court: Fla. | Date Filed: 2001-10-11T00:00:00-07:00

Citation: 807 So. 2d 622, 26 Fla. L. Weekly Supp. 663, 2001 Fla. LEXIS 2009, 2001 WL 1194323

Snippet: (2000), and to the inventory statute, section 733.604, Florida Statutes (2000). In deference to the Florida… to rule 5.340 reflects the changes to section 733.604, Florida Statutes (2000), by adding a requirement…same confidentiality as probate inventories. § 733.604(1) and (2), Fla. Stat. Inventories are still required…the confidentiality provisions found in sections 733.604(1) and (2), Florida Statutes. Constitutional homestead… § 732.4015, Fla. Stat. Devise of homestead. § 733.604, Fla. Stat. Inventory. § 733.605, Fla. Stat. Appraisers

Amendments to the Florida Probate Rules

Court: Fla. | Date Filed: 2000-09-28T00:00:00-07:00

Citation: 778 So. 2d 272, 25 Fla. L. Weekly Supp. 730, 2000 Fla. LEXIS 1905, 2000 WL 1424512

Snippet: Stat. Adjudication before issuance of letters. § 733.604(2), Fla. Stat. Inventory. § 733.705(2), (3), Fla